Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,771
Closed -$120K 211
2025
Q1
$120K Hold
1,771
0.09% 138
2024
Q4
$110K Buy
+1,771
New +$110K 0.08% 143